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Version: 3.1

Edit a schedule template

Overview​

This flow describes how to change a schedule template in Care. Use it when the availability of a resource changes. See Schedule & Availability.

Pre-requisites​

  • The schedule template is created in Care.
  • You can open the schedule of the resource.
  • You have the permissions listed below.

Permissions​

PermissionAccess
Can Create on ScheduleLets you change a schedule template.
Can list schedule on ObjectLets you see the schedules of the resource.

Steps​

1. Open the schedule of the resource​

Open the facility. Go to the scheduling section and select the resource. See View schedule templates.

2. Open the template​

Find the template that you want to change. Select the edit action on that template. Care opens the Edit Schedule Template panel with the current values.

3. Change the details​

Change the values that you want. The same rules apply as at creation:

  • The Valid From date must not be later than the Valid Till date.
  • The start time of a session must be earlier than its end time.
  • Sessions must not overlap.
  • For an appointment slot, the length of the session must be a multiple of the slot size in minutes.

4. Save the changes​

Save the template. Care shows the message "Schedule template updated successfully".

Expected Outcome​

  • The template shows the new values.
  • Care creates bookable slots from the changed sessions.

Concepts:

Flows: